RegEd to Welcome Regulators and Notable Compliance and Operations Experts to its Annual Client Conference in Hilton Head, SC
27 avr. 2017 15h00 HE
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RegEd
Raleigh, April 27, 2017 (GLOBE NEWSWIRE) -- Compliance, licensing and registration, and operations professionals from the financial services industry will gather at the sixth annual RegEd Compliance...
RegEd to Showcase Enterprise Compliance Solutions at FSI OneVoice Conference
19 janv. 2017 09h30 HE
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RegEd
Raleigh, Jan. 19, 2017 (GLOBE NEWSWIRE) -- RegEd, the leading provider of compliance technology solutions to broker-dealers and other financial services firms, is pleased to announce its...
FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
16 nov. 2016 10h00 HE
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FolioDynamix
NEW YORK, Nov. 16, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a collaborative integration with PIEtech, the...
RegEd to Showcase Solutions That Enable a Culture of Compliance at the 2016 NSCP National Conference
14 oct. 2016 13h30 HE
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RegEd
Raleigh, NC, Oct. 14, 2016 (GLOBE NEWSWIRE) -- RegEd, the leading provider of compliance technology solutions to the financial services industry, is pleased to announce its participation in the 2016...
RegEd Announces Partnership With IRI on Training to Help Industry Professionals Comply With the DOL Fiduciary Rule
12 oct. 2016 09h30 HE
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RegEd
Raleigh, NC, Oct. 12, 2016 (GLOBE NEWSWIRE) -- RegEd, the leading provider of Compliance Education and Product Training solutions for the financial services industry, has announced a partnership...
FolioDynamix Continues Executive Talent Acquisition with Addition of Operations, Customer Service Expert Linda Bready
28 sept. 2016 09h00 HE
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FolioDynamix
NEW YORK, Sept. 28, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Linda Bready to head the firm’s...
FolioDynamix and Scivantage Partner To Deliver Enterprise-Grade Digital Advice Robo Solution
22 sept. 2016 09h00 HE
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FolioDynamix
SAN ANTONIO, Sept. 22, 2016 (GLOBE NEWSWIRE) -- Financial technology industry leaders and innovators, Scivantage® and FolioDynamix, today announced a joint partnership from the main stage of the...
RegEd Compliance Thought Leaders to Participate in 27th Annual SILA National Education Conference
16 sept. 2016 11h45 HE
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RegEd
Raleigh, NC, Sept. 16, 2016 (GLOBE NEWSWIRE) -- RegEd, the leading provider of compliance technology solutions to the financial services industry, including Xchange, the market-leading...
ADISA’s 2016 Annual Conference & Trade Show on Pace for Record Attendance
14 sept. 2016 11h22 HE
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ADISA
LAS VEGAS, Sept. 14, 2016 (GLOBE NEWSWIRE) -- ADISA, the nation’s largest trade association representing the alternative and direct investment industry, announced today that its 2016 Annual...
FolioDynamix Releases 8.0, Focused on the Advisor Experience
02 juin 2016 09h00 HE
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FolioDynamix
NEW YORK, June 02, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, has announced the launch of FolioDynamix 8.0. The new FolioDynamix...